BEIRNE WEALTH CONSULTING SERVICES, LLC

BEIRNE.
SHELTON, Connecticut·9 registered advisors·CRD# 167103
SEC# 801-777261203-701-8606
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BEIRNE WEALTH CONSULTING SERVICES, LLC

9 registered advisors
Dennis Grubelic
SHELTON, Connecticut
Elizabeth Garnto
SHELTON, Connecticut
Evan Beirne
SHELTON, Connecticut
John Anthony Beirne
SHELTON, Connecticut
John Joseph Barker
SHELTON, Connecticut
John-Oliver Beirne
SHELTON, Connecticut
Lindsey E Allard
SHELTON, Connecticut
Megan Elizabeth Morelli
SHELTON, Connecticut
Richard Anthony Defrancesco
SHELTON, Connecticut
05

Office Locations

SHELTON, Connecticut
9 advisors

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Data sourced from SEC Form ADV filings. BEIRNE WEALTH CONSULTING SERVICES, LLC (CRD# 167103) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.